By default, files from template documents are added automatically to a newly-created document in the background. However, you can configure a create method for new documents so that any template documents for a specific classification appear in the Template Documents tab. When a template document is selected, any attached files are then displayed in the Template Files pane.
You can display the Template Documents tab by relating the selected create method to either the CreateClassObj client API or the CreateWizardClassObj client API, and then adding the template document classification syntax to the selected method argument. The syntax is based on the client API that created the method. The Template documents tab will then appear in the attach files part of the create document form.
To display the Template Documents tab in the New Document form:
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Search for and select a create document type method.
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Define the template document syntax for the specific classification type.
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Add the syntax string to the applicable method argument:
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Argument 18 for methods created using the CreateClassObj client API.
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Argument 9 for methods created using the CreateWizardClassObj client API.
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By default, methods created using either the create client APIs have the method argument left blank by design, so they do not show the Template Documents tab in the New Files page.
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The Template Documents tab can be only be displayed by methods that use client APIs that support the File Attachment configuration (Parameter 6).